Beacon Bridge Wealth Partners, LLC
Position in OTF — Blue Owl Technology Finance Corp.
CIK 1965468
LOWER GWYNEDD, PA
Position in OTF
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$550,288
+$145,160 QoQ
Shares Held
53,168
+62.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#105
of 192 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Beacon Bridge Wealth Partners, LLC holds $961,551 across 2 Asset Management names. OTF ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OTF |
Blue Owl Technology Finance Corp.
This page
|
53,168 | $550,288 | |
| 2 | NCDL |
Nuveen Churchill Direct Lending Corp.
|
33,113 | $411,263 |
All Filings in OTF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550,288 | 53,168 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $405,128 | 32,698 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $255,104 | 17,545 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||